U.S. Stock News

Alibaba Group Holding (NYSE:BABA) is reported to be in advanced talks to sell its gaming unit Lingxi Games to private equity firm Trustar Capital. The potential deal could value Lingxi Games at over US$1.5b, with negotiations still ongoing as of mid August 2026. A sale would further streamline Alibaba's portfolio and align with its focus on areas such as cloud, AI and e-commerce. For readers watching how Alibaba and its peers position around cloud and AI, the next logical step is to explore...

Rigetti Computing (RGTI) is back in the spotlight after a letter of intent for up to US$100 million in CHIPS Act funding, fresh progress on its Cepheus-1-108Q system, and expanded high performance computing partnerships. See our latest analysis for Rigetti Computing. The recent letter of intent for up to US$100 million in CHIPS Act funding, progress on the Cepheus-1-108Q system, and deeper high performance computing collaborations have arrived alongside a 33.38% 30 day share price return for...

Oklo stock has delivered a very large 5 year gain, yet the current valuation checks lean expensive and recent returns have turned sharply weaker. With the share price around US$44.38 and the broad framework flagging limited signs of a bargain, investors are weighing past gains against present pricing. Over 5 years, Oklo has returned about 351.5%, which sets a high bar for any further upside case. The company’s commercial prospects may benefit from progress on its Aurora reactor and...

Lumentum Holdings has delivered a very large 3 year return, and the valuation checks send mixed signals as the Discounted Cash Flow (DCF) estimate points to upside while market based multiples lean the other way. Lumentum Holdings has returned about 18x over the past 3 years, which puts recent price action at the center of any valuation discussion. Expectations around demand for Lumentum Holdings' optical and AI related products can support the current price, while any setback in AI...

Emergency use authorization adds a new dimension to Simparica Trio Zoetis (ZTS) is back in focus after the U.S. Food and Drug Administration granted Emergency Use Authorization for Simparica Trio to treat New World screwworm infestations in dogs and puppies. This emergency clearance applies to myiasis caused by Cochliomyia hominivorax larvae, a condition that can severely damage animal tissue if untreated. It comes in addition to Simparica Trio’s existing approvals for broad parasite...

Procore Technologies (PCOR) stock is in focus after the company launched Asset Register, a new tool that digitizes construction asset handover and feeds data into its broader AI driven construction platform. See our latest analysis for Procore Technologies. The Asset Register launch lands during a period of mixed performance for Procore Technologies, with the share price falling 3.81% on the day yet delivering a 30.14% 30 day share price return and a year to date share price decline of...

ESCO Technologies (ESE) drew fresh attention after reporting third quarter sales of $339.03 million and net income of $32.74 million, along with higher full year revenue and earnings guidance for 2026. See our latest analysis for ESCO Technologies. At a share price of $305.86, ESCO Technologies has seen strong momentum, with a year to date share price return of 54.77% and a 1 year total shareholder return of 65.35%, building on a very large 3 year total shareholder return. If this kind of...

Newsmax (NMAX) stock is in focus after the company reported its first profitable quarter as a public company and reiterated full year 2026 revenue guidance of US$212 million to US$216 million. See our latest analysis for Newsmax. The earnings and guidance update has coincided with a sharp shift in sentiment toward Newsmax, with the share price at US$10.87 after a 1-day share price return of 14.54% and a 90-day share price return of 50.55%. However, the 1-year total shareholder return is down...

The Air India A320 scare and reports of pilot drug testing have pushed aviation safety and compliance back into the spotlight, and that ripple can reach far beyond one airline. When regulators tighten rules and airlines rush to prove their standards, companies tied to testing, certification, and risk management can gain fresh attention. This article unpacks three stocks exposed to this news and explains why their role in safety could matter for your portfolio. The three stocks highlighted...

Natera (NTRA) is back in focus after agreeing to supply its Latitude molecular residual disease test for Kupando Therapeutics’ Phase 1 trial of lead immunotherapy KUP-101 in advanced skin cancers. See our latest analysis for Natera. The Kupando trial agreement comes after a very strong run in Natera’s stock, with a 30 day share price return of 14.2% and a 90 day share price return of 60.97%. The 1 year total shareholder return of 90.12% and very large 3 year total shareholder return suggest...

In early August 2026, Verizon Communications rolled out an extensive Google Pixel 11 lineup and Pixel Watch 5 offering on its Simplicity and business plans, alongside aggressive device, trade-in, bundling and accessory promotions, while also expanding Verizon Family app capabilities with Fi’s pet-tracking integration. At the same time, Verizon raised long-dated, variable-rate subordinated debt in the billions and deepened its technology partnerships across AI, 5G connectivity and safety...

Perma-Fix Environmental Services announced in August 2026 that it had formed a Partnership with Mirion Technologies under the SBA’s Mentor-Protégé Program to jointly pursue U.S. Department of Energy nuclear cleanup and environmental remediation work. The collaboration pairs Perma-Fix’s nuclear waste treatment and remediation capabilities with Mirion’s radiation detection and measurement technologies, potentially enhancing their competitiveness in complex, long-duration federal cleanup...

What the latest credit agreement change means for Millrose Properties stock Millrose Properties (MRP) recently amended its credit agreement with lenders, reducing the interest rate on its loans by 0.25% per year. This financing move gives investors fresh information on the company’s funding costs. See our latest analysis for Millrose Properties. The interest savings come on the heels of Millrose Properties’ second quarter earnings release on 4 August 2026, which gave investors fresh detail on...

Planet Labs PBC (PL) is back in focus after announcing a national satellite data program with the Government of Rwanda, giving multiple public agencies, universities, and startups access to its near-daily Earth imagery. See our latest analysis for Planet Labs PBC. The Rwanda program lands at a time when Planet Labs PBC’s short-term share price momentum is rebuilding, with a 30-day share price return of 9.88%, even though the 90-day share price return is down 40.66%. Over a longer horizon,...

Globant stock is coming off a very weak run, with the share price sharply lower over the past five years, yet the valuation checks currently lean cheap. With fresh attention on its AI offerings and fan engagement work with FIFA, investors are weighing a poor share price track record against a more positive read from the valuation metrics. Over the past five years Globant shareholders have seen the stock decline 87.4%, which sets a low bar for any potential recovery case. New AI initiatives...

Diamondback Energy, Inc. reported past second-quarter 2026 results showing higher oil, gas and NGL production, revenue of US$5,562 million, net income of US$1,882 million, and declared a US$1.10 per-share cash dividend payable on August 20, 2026. The company also raised its full-year 2026 production guidance and continued its multi-year share repurchase program, having bought back 42,993,981 shares for about US$6.13 billion since 2021. We’ll now examine how Diamondback’s stronger quarterly...

In the second quarter of 2026, Archer Aviation reported US$5.0 million in sales and a net loss of US$263.2 million, while also announcing progress on its Midnight eVTOL operations and AI initiatives. Beyond the headline earnings, Archer’s ZEE aviation foundation model achieved a technical breakthrough in predicting real-time aircraft trajectories on airport surfaces, reinforcing its push into safety-focused aviation software alongside hardware development. We’ll now examine how ZEE’s...

APA (APA) is back in focus after raising its full year 2026 oil production guidance to 123,000 barrels per day, up from 120,000. The company also reported higher second quarter net income despite lower revenue. See our latest analysis for APA. APA’s raised 2026 oil production guidance and stronger Q2 profitability have arrived alongside strong price momentum, with a 14.91% 1 month share price return and a 59.58% year to date share price return. Over a longer horizon, the 1 year total...

Everest Group has delivered a 51.7% total return over the past five years, yet the share price recently eased back and the valuation checks still suggest the stock leans cheap rather than stretched. Over five years, a 51.7% return points to shareholder value creation that now has investors asking whether the current price still offers a margin of safety. The planned sale of Everest Group's Mexico insurance operations to Fairfax can help sharpen the focus on core reinsurance and wholesale...

Altria Group (MO) is drawing fresh attention as growth in smoke free products and disciplined pricing help offset weaker cigarette volumes and a softer oral tobacco segment. See our latest analysis for Altria Group. Altria Group’s share price has eased in recent weeks, with a 30 day share price return down 11.47% and a 90 day return down 10.88%. However, the year to date share price return of 14.64% and a 5 year total shareholder return of 99.49% show that long term holders have still seen...

Harmony Biosciences Holdings (HRMY) is drawing attention after reporting second quarter 2026 net income of US$75.43 million, along with record results for WAKIX and updates across several late stage neurology programs. See our latest analysis for Harmony Biosciences Holdings. The recent second quarter results and late stage pipeline updates come after a solid run for Harmony Biosciences Holdings, with a 30 day share price return of 12.88% and a 90 day share price return of 27.79%. Over a...

In August 2026, DiDi Global Inc. reported second-quarter 2026 results, with sales of CNY 62,522 million and net income of CNY 866 million, compared with sales of CNY 56,404 million and a net loss of CNY 2,485 million a year earlier. The swing from loss to profit in the quarter contrasted with a loss over the first half of 2026, highlighting that recent operational performance has differed from the broader year-to-date picture. We will now explore how DiDi’s move to quarterly profitability,...

Eli Lilly (LLY) just raised its 2026 revenue guidance to a range of US$85b to US$87b, up from US$82b to US$85b. The company paired this outlook update with detailed second quarter earnings. See our latest analysis for Eli Lilly. Eli Lilly's latest guidance and earnings sit against a backdrop of strong recent momentum, with the share price up 19.44% over 90 days and a year-to-date share price return of 9.24%, while the 1-year total shareholder return is 69.36%. If you are looking beyond Eli...

BridgeBio Pharma has delivered a strong share price run over the past three years, yet the broader valuation checks now point to a stock that looks closer to fairly priced than clearly cheap or clearly expensive. BridgeBio Pharma has returned 178.1% over the past three years, which sets a high bar for any further upside to be justified by fundamentals. Regulatory progress on rare disease therapies and recent capital raises can support expectations for future revenue growth, while the need to...